VCP

Vista Capital Partners Portfolio holdings

AUM $913M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$1.89M
3
+$219K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$205K
5
AMGN icon
Amgen
AMGN
+$47.9K

Top Sells

1
+$1.36M
2
+$1.29M
3
+$169K
4
TRAK icon
ReposiTrak
TRAK
+$138K
5
SPWR
SunPower Corporation Common Stock
SPWR
+$102K

Sector Composition

1 Technology 0.66%
2 Consumer Discretionary 0.55%
3 Utilities 0.35%
4 Financials 0.18%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$511K 0.12%
2,790
27
$502K 0.12%
13,024
+4
28
$458K 0.11%
3,865
29
$451K 0.11%
26,760
-8
30
$448K 0.11%
12,500
+669
31
$438K 0.11%
6,396
32
$436K 0.11%
2,652
+5
33
$428K 0.1%
20,814
+236
34
$344K 0.08%
1,847
+257
35
$340K 0.08%
2,293
36
$329K 0.08%
4,008
+216
37
$323K 0.08%
6,720
38
$295K 0.07%
3,980
39
$290K 0.07%
16,806
+288
40
$290K 0.07%
2,414
41
$270K 0.07%
2,075
+4
42
$264K 0.06%
2,251
-65
43
$261K 0.06%
3,797
+450
44
$247K 0.06%
10,875
45
$244K 0.06%
2,550
46
$238K 0.06%
1,713
+5
47
$238K 0.06%
4,923
48
$228K 0.05%
5,949
+616
49
$227K 0.05%
2,102
50
$219K 0.05%
+1,717
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